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Altria Group

1,850 hedge funds and large institutions have $50.6B invested in Altria Group in 2021 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 633 increasing their positions, 682 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 273 | Existing positions closed: 103

9% more funds holding

Funds holding: 1,7051,850 (+145)

3% more call options, than puts

Call options by funds: $628M | Put options by funds: $612M

2% more capital invested

Capital invested by funds: $49.4B → $50.6B (+$1.16B)

0.61% less ownership

Funds ownership: 58.97%58.35% (-0.61%)

7% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 682

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
1,850
Holders Change
+145
Holders Change %
+8.5%
% of All Funds
28.47%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.26%
New
273
Increased
633
Reduced
682
Closed
103
Calls
$628M
Puts
$612M
Net Calls
+$16.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Frontier Wealth Management
Missouri
$2.17M +$61.1K +1,333 +3%
AWM
527
Apollon Wealth Management
South Carolina
$2.17M +$585K +12,773 +39%
DA
528
Doliver Advisors
Texas
$2.16M +$15.4K +337 +0.8%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$2.16M +$543K +11,856 +35%
FFA
530
Founders Financial Alliance
North Carolina
$2.15M +$36.2K +790 +2%
NB
531
NBT Bank
New York
$2.15M
AIA
532
Affinity Investment Advisors
California
$2.14M +$27.2K +594 +1%
CLOS
533
Compagnie Lombard Odier SCmA
Switzerland
$2.14M -$20.2K -440 -1%
HKIM
534
Hayek Kallen Investment Management
Alabama
$2.13M -$45.8K -1,000 -2%
TCM
535
Tufton Capital Management
Maryland
$2.1M -$33.8K -737 -2%
TCOV
536
Trust Company of Vermont
Vermont
$2.06M -$21.8K -476 -1%
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$2.06M +$1.99M +43,510 New
LWAC
538
Laurel Wealth Advisors (California)
California
$2.06M +$49.4K +1,078 +3%
TWC
539
TD Waterhouse Canada
Ontario, Canada
$2.05M +$1.87M +40,808 New
BPM
540
Bowling Portfolio Management
Ohio
$2.05M -$47.6K -1,039 -2%
JWCA
541
J.W. Cole Advisors
Florida
$2.04M -$88.4K -1,929 -4%
EIG
542
Ellenbecker Investment Group
Wisconsin
$2.01M -$18.4K -401 -0.9%
LIM
543
Loudon Investment Management
New Hampshire
$2.01M +$42.4K +925 +2%
OFG
544
OmniStar Financial Group
North Carolina
$1.99M +$51.1K +1,116 +3%
SAM
545
Shell Asset Management
Netherlands
$1.98M +$452K +9,873 +31%
CI
546
Cigna Investments
Connecticut
$1.98M -$680K -14,832 -26%
JC
547
JB Capital
Connecticut
$1.98M +$64.8K +1,415 +4%
EAMA
548
EFG Asset Management (Americas)
Florida
$1.96M -$234K -5,103 -11%
LS
549
Leelyn Smith
Illinois
$1.95M +$21.7K +473 +1%
HKAM
550
Horizon Kinetics Asset Management
New York
$1.94M +$11.5K +250 +0.6%

MO Hedge Fund Activity: Q4 2021 in Review

1,850 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2021, worth a combined $50.6B — up 2.3% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 273 funds opened new MO positions and 103 closed out — a net gain of 170 holders — while 633 added to existing stakes and 682 trimmed.

The largest buyer was GQG Partners, adding an estimated $420M. The largest seller was Capital World Investors, cutting an estimated $604M.

  • 1,850 institutional investors held Altria Group (MO) as of Q4 2021, up from 1,705 in Q3 2021.
  • Funds reported $50.6B of Altria Group stock for Q4 2021, up 2.3% quarter-over-quarter.
  • 273 funds opened new Altria Group positions in Q4 2021 and 103 closed out, a net change of +170 holders.
  • The largest Altria Group buyer in Q4 2021 was GQG Partners, an estimated $420M added.
  • The largest Altria Group seller in Q4 2021 was Capital World Investors, an estimated $604M sold.

Based on aggregated 13F filings for Q4 2021.